+59.0%
NTRA vs TMF
-30.5%
+89.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -0.7% |
| 7D | +2.7% | -9.3% | +12.0% | +6.4% |
| 30D | -19.2% | +1.9% | -21.1% | -20.7% |
| 3M | +2.7% | -11.2% | +13.9% | +8.1% |
| 6M | +63.4% | -17.7% | +81.1% | +80.2% |
| YTD | +39.3% | -24.5% | +63.7% | +61.3% |
| 1Y | +59.0% | -29.4% | +88.4% | +87.8% |
| All | +59.0% | -30.5% | +89.5% | +87.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded TMF wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling